See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,727 | $133,958-62.1% | $112,228-54.8% | $134,475-62.3% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -21.75% | 47.11%-68.9pp | 27.45%-49.2pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,307 | $4,038-42.9% | $3,635-36.5% | $4,740-51.3% |
| Participant deferral / active EE | $5,093 | $5,291-3.7% | $4,728+7.7% | $6,400-20.4% |
| Admin fee / account holder | $203 | $7,489-97.3% | $6,410-96.8% | $11,426-98.2% |